Account Type**** ***Account Owner******** ****Account Opps/Deals*** *****Closed Won • Mar 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Tuolumne River TrustInterim CFO/COOJul 24 - PresentRgpFinancial Business ConsultantOct 19- May 24Charles SchwabManaging Director, Financial Planning & AnalysisJul 05- Mar 18